Our Mission, Vision, Core Values & Beliefs

MISSION STATEMENT

   We provide our clients a sense of security and a roadmap for financial success through customized financial planning advice and exceptional service to help them realize their dreams.

 VISION

Okun Financial Group continues to be a premier financial services firm serving forward thinking individuals, families, and business owners, wherever they may be.

 

CORE VALUES & BELIEFS

Open, Observant and Objective

Open: Honesty & Integrity

  We are fully committed to earning the trust of our clients and strive to provide objective and unbiased advice 100% of the time.

Observant: Empathy

We will listen intently, and with empathy, to allow us to understand our clients' needs in order to provide the appropriate value-added solutions. We truly value our own families,as well as our clients', and we encourage each other to achieve optimum financial, spiritual, and physical health. We want what is best for every client and their family.

Objective: Caring & Consistent Advice

We make sure our clients know that we care about them.  We are passionate about helping them reach their goals, and, when necessary, we help them create their desired family legacy.  We analyze every aspect of our client's financial life to ensure our recommendations are in their best interest. We work as the catalyst to get things done with the client's team of other professionals.

 

 

Kathie H. Okun, CLU, ChFC, LUTCF 

President / Wealth Advisor 
Investment Advisor Representative of Lincoln Financial Advisors Corp.